Gapshare 401(K) Plan
Performance
HelpPortfolio Return | 21.80% | 40.88% | 70.24% |
Comparable Target-Date Fund [why this comparison?] |
12.00% Target-Date 2020 |
32.10% Target-Date 2030 |
57.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,806 (+9.81%) | +$8,779 (+8.78%) | +$13,037 (+13.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 9% | 12% | 18% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 14% | 31% | 52% |
Vanguard Value Index Fund Institutional Shares | VIVIX | 11% | 12% | 13% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 9% | 8% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 41% | 20% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 16% | 9% |
Total Portfolio | 100% | 100% | 100% |